Getting Started with the Data Library and Global Datasets
Step 1: Go to the Data LibraryNavigate to the Data Library on the left side menu. Create your required folder structure before creating a Dataset.Note:
You cannot currently move a folder. If you need to move a folder, please delete and create in the new location.Step 2: Create a DatasetGive the dataset a meaningful name and assign it to a destination schema. This ensures it is easily recognizable.Step 3: Define the DatasetWrite the SQL logic for your dataset and define fields, conditions, and business logic.Step 4: Commit Your ChangesOnce you’ve written or updated the SQL, click the “Create Commit” button to save your changes. You will now document your version history and ensure every version update is traceable.Step 5: Import Global Datasets into a Dashboard and Report BuilderYou are now ready to build! You can use both Global Datasets and “local” datasets to build dashboards report builders. Navigate to the Datasets tab in the dashboard or report builder creation page to search and import the dataset(s) you need from the Data Library.